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Advisor at THE PITTI GROUP WEALTH MANAGEMENT, LLC
VICTOR, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE PITTI GROUP WEALTH MANAGEMENT, LLC | Independent wealth | Aug 18, 2021 | n/a | yes | VICTOR, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 4, 2016 | Oct 4, 2021 | no | VICTOR, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | May 31, 2016 | no | CANANDAIGUA, NY | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 14, 2008 | Jun 1, 2009 | no | CANANDAIGUA, NY|ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | THE PITTI GROUP WEALTH MANAGEMENT, LLC | Oct 4, 2021 | Aug 18, 2021 | -47 | Firm change after gap | Wirehouse to new firm |
| MORGAN STANLEY | WELLS FARGO ADVISORS | May 31, 2016 | May 4, 2016 | -27 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:314685:NY:2021-10-04 | Oct 4, 2021 | Aug 18, 2021 | VICTOR, NY | Firm change after gap |
| 149777:11025:NY:2016-05-31 | May 31, 2016 | May 4, 2016 | CANANDAIGUA, NY | Firm change |